CIP
Convergence Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
1,223
-69
| -5% | -$18.8K | 0.08% | 202 |
|
|
2025
Q1 | $347K | Sell |
1,292
-319
| -20% | -$85.6K | 0.1% | 205 |
|
|
2024
Q4 | $539K | Sell |
1,611
-11
| -0.7% | -$3.68K | 0.12% | 184 |
|
|
2024
Q3 | $444K | Sell |
1,622
-45
| -3% | -$12.3K | 0.12% | 180 |
|
|
2024
Q2 | $429K | Sell |
1,667
-2,891
| -63% | -$743K | 0.13% | 187 |
|
|
2024
Q1 | $1.37M | Buy |
4,558
+1,266
| +38% | +$381K | 0.53% | 63 |
|
|
2023
Q4 | $866K | Buy |
3,292
+193
| +6% | +$50.8K | 0.45% | 78 |
|
|
2023
Q3 | $628K | Buy |
3,099
+69
| +2% | +$14K | 0.37% | 83 |
|
|
2023
Q2 | $640K | Buy |
3,030
+1,313
| +76% | +$277K | 0.37% | 84 |
|
|
2023
Q1 | $343K | Buy |
+1,717
| New | +$343K | 0.2% | 110 |
|
|
2022
Q4 | – | Sell |
-1,659
| Closed | -$239K | – | 219 |
|
|
2022
Q3 | $239K | Buy |
1,659
+188
| +13% | +$27.1K | 0.16% | 132 |
|
|
2022
Q2 | $243K | Sell |
1,471
-61
| -4% | -$10.1K | 0.15% | 143 |
|
|
2022
Q1 | $325K | Sell |
1,532
-75
| -5% | -$15.9K | 0.17% | 127 |
|
|
2021
Q4 | $408K | Sell |
1,607
-86
| -5% | -$21.8K | 0.21% | 113 |
|
|
2021
Q3 | $459K | Sell |
1,693
-27
| -2% | -$7.32K | 0.25% | 100 |
|
|
2021
Q2 | $420K | Sell |
1,720
-89
| -5% | -$21.7K | 0.18% | 122 |
|
|
2021
Q1 | $383K | Sell |
1,809
-34
| -2% | -$7.2K | 0.18% | 121 |
|
|
2020
Q4 | $410K | Buy |
1,843
+45
| +3% | +$10K | 0.21% | 110 |
|
|
2020
Q3 | $452K | Buy |
1,798
+54
| +3% | +$13.6K | 0.16% | 189 |
|
|
2020
Q2 | $327K | Buy |
1,744
+144
| +9% | +$27K | 0.11% | 192 |
|
|
2020
Q1 | $230K | Sell |
1,600
-116
| -7% | -$16.7K | 0.1% | 198 |
|
|
2019
Q4 | $279K | Sell |
1,716
-11
| -0.6% | -$1.79K | 0.08% | 198 |
|
|
2019
Q3 | $256K | Buy |
1,727
+144
| +9% | +$21.3K | 0.07% | 199 |
|
|
2019
Q2 | $240K | Buy |
1,583
+30
| +2% | +$4.55K | 0.06% | 222 |
|
|
2019
Q1 | $246K | Buy |
+1,553
| New | +$246K | 0.05% | 250 |
|
|
2018
Q2 | – | Sell |
-1,125
| Closed | -$131K | – | 446 |
|
|
2018
Q1 | $131K | Buy |
+1,125
| New | +$131K | 0.02% | 316 |
|
|
2016
Q4 | – | Sell |
-3,266
| Closed | -$233K | – | 328 |
|
|
2016
Q3 | $233K | Buy |
+3,266
| New | +$233K | 0.03% | 316 |
|